Spitfire Capital

Spitfire Capital as of Sept. 30, 2015

Portfolio Holdings for Spitfire Capital

Spitfire Capital holds 22 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Gtt Communications 13.5 $32M 1.4M 23.26
Libbey 10.3 $24M 735k 32.61
Lear Corp Com New (LEA) 6.8 $16M 146k 108.78
U.S. Physical Therapy (USPH) 5.6 $13M 292k 44.89
Steelcase Cl A (SCS) 5.6 $13M 703k 18.41
Blue Bird Corp (BLBD) 5.1 $12M 1.2M 9.96
Whirlpool Corporation (WHR) 4.9 $11M 78k 147.26
Owens Ill Com New 4.9 $11M 550k 20.72
National Resh Corp Cl A (NRC) 4.7 $11M 924k 11.94
Jarden Corporation 4.7 $11M 222k 48.88
Natural Gas Services (NGS) 4.0 $9.4M 485k 19.30
Altra Holdings 4.0 $9.4M 405k 23.12
Franklin Covey (FC) 3.9 $9.2M 572k 16.06
Columbus McKinnon (CMCO) 3.8 $8.9M 490k 18.16
Valmont Industries (VMI) 3.4 $8.0M 84k 94.89
Crawford & Co Cl A (CRD.A) 3.4 $7.9M 1.4M 5.59
Beacon Roofing Supply (BECN) 3.2 $7.5M 229k 32.49
Carmike Cinemas 2.9 $6.8M 337k 20.09
Drew Inds Com New 2.5 $5.9M 108k 54.61
National Resh Corp CL B 1.2 $2.8M 85k 33.00
Baker Hughes Incorporated 1.1 $2.6M 50k 52.04
Regal Entmt Group Cl A 0.3 $792k 42k 18.68